04/22/2024 Maximizing Retirement Success: Beyond Assets and Liabilities – Chia-Li Chien – Rebroadcast

“Maximizing Retirement Success: Beyond Assets and Liabilities”
by Chia-Li Chien, PhD, CFP®, PMP®, CPBC
Webinar – Monday, Arpil 33, 2024, 1–2 PM EDT

The session is designed to equip financial advisors with advanced strategies for managing retirement asset distributions, with a special focus on clients who are pre-retirees or retirees. Dr. Chien will delve into the often-overlooked aspects of assets & home equity, challenging the traditional portfolio-centric view and advocating for [read more …]

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